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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,316 | $39,162-76.2% | $100,671-90.7% | $59,633-84.4% |
| Participation rate | 26.9% | 55.9%-28.9pp | 70.7%-43.8pp | 68.7%-41.7pp |
| Annual return | -2.16% | 21.07%-23.2pp | 20.43%-22.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,410 | $1,992-29.2% | $3,144-55.2% | $3,192-55.8% |
| Admin fee / account holder | $226 | $2,969-92.4% | $4,850-95.3% | $4,297-94.7% |